B2B Sales CRM with PIPEDA consent
Turn contacts into CAD revenue with a CRM built for Canadian SMB workflows. Visual drag-and-drop pipeline, automatic lead scoring, multi-channel activity tracking (calls, email, WhatsApp), and PIPEDA + Quebec Law 25 consent management on every contact. Every closed deal becomes a CAD-denominated invoice in 4Invoices automatically.
What we solve
Sales team uses Excel to track opportunities.
Visual pipeline with configurable stages, drag-and-drop, alerts on stale deals and conversion probability.
Lead duplicates from web forms + manual entry.
AI-powered deduplication and consent tracking compliant with PIPEDA and Quebec Law 25.
Manual handoff CRM → invoicing.
One-click conversion deal → CAD invoice with right provincial tax + CRA business number.
Key features
- Drag-and-drop pipeline with configurable stages
- AI lead scoring + deduplication
- Bilingual contact records (EN/FR Quebec)
- PIPEDA + Law 25 consent tracking
Frequently asked questions
How does PIPEDA consent tracking work?
Each contact has a consent record (purpose, date, source, withdrawal mechanism). Quebec contacts also get Bill 25 disclosures. Right of access and erasure handled via one-click.
Integration with QuickBooks/Xero?
Contact and deal sync to QuickBooks Online, Xero, Sage 50, FreshBooks. Closed deals create invoices in the accounting system with the right tax.
Can I import from Salesforce/HubSpot?
Native importers for Salesforce, HubSpot, Pipedrive, Zoho, Microsoft Dynamics. Mapping wizard, dedup, audit log.
Mobile app?
iOS and Android with offline support, voice notes auto-transcribed to deal activity, business card scanner OCR.
Related sectors & guides
See how this solution applies to specific Canadian industries and read related compliance guides.
Ready to bring 4b2b to your Canadian business?
Free demo, bilingual support (EN/FR), CRA-ready and CASL-compliant, optional Canadian data residency. No credit card required.